Here are some thoughts about where we are on getting useful information about funds with sustainability objectives in the UK
Deep Dive – December 2024
An asset class with Trump 2 era attractions?
Having had no feedback in response to my two-part dissertation on the importance of keeping an eye on high level asset mixes and how that might be achieved, I conclude that either the topic was too complicated, or more likely, my readers ‘get it’ and will be keeping a weather eye on relevant news and its implications.
A key function of my blog posts is to help you sort the wheat from the chaff and this month I will address a topic that I am sure I will have to keep front and centre for some time: Trump 2. Although the implications of the Trump second term could well be very serious indeed, it has yet to start, so all investors can do is read the early signs and think about what they might do to mitigate the potential new risks, and those are plentiful, as I have already outlined.
YAP -Snippets
The FCA wakes from its slumber…
The FCA has announced today proposals to regulate cryptocurrency. In today’s news I also read that a select committee of MPs has concluded that the FCA is incompetent, around 20 years after honest folk in the profession worked that out!
YAP – reasons to be pessimistic (part 2)
I feel that over the last 2 or 3 years, it has been tempting to assess future investment market direction mono-thematically. First markets moved on the almost daily take on what the Fed was going to do next; then it was the latest announcements about money pouring into AI development and now of course it is the latest hints/evidence as to how a Trump administration will work and the impact on global trade, the US economy and for that matter security in Eastern Europe, the Middle East and the South China Sea.
Y(our) A(attention) P(lease) – reasons to be pessimistic: 1-2-3
The likely economic implications of Trump’s second presidency are getting a thorough airing everywhere, so I thought readers might like my snapshot of the prospecs at this early stage. Bear in mind that power does not actually change hands until late January.
There are 3 worrying possibilities:
YAP – thanks for comments!
Thank you very much to those who commented so promptly after my pilot video was posted, both verbally and in writing. This is the first time I have had that level of response to any post!
As is evident even from the comments you can see on the site, there are a range of reactions.